Finance planner jobs in San Buenaventura, CA

Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Los Angeles location. SIG provides its Brokers with: Company culture of collaboration, teamwork and giving back: This is our #1 focus. Coaching and mentoring opportunities: Our seasoned leaders help our brokers to push through obstacles hindering growth and specialize in a product type. Support to leverage our best asset: As our brokers take on leadership roles and increase their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate; SIG offers opportunities for the brokerage team to do exactly that. The tools needed to effectively build their business including comprehensive access to all the best industry resources and back-office support. State of the art In-house marketing team Top of the line training program during the on-boarding process Successful candidates will: Be motivated by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts in problem solving and negotiations with a knack for winning over clients Have a team oriented mindset Collaborate with other brokers and support staff to ensure success across all levels of the business About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties for private investors and institutions across the United States. Since its founding in 2010, SIG has closed over 4,100 transactions worth more than $8B in 48 states. Brokers with the company currently have over $900M in active inventory. As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office and industrial transactions is unparalleled. Sands Investment Group has offices in Santa Monica, CA, Philadelphia, PA, Charleston, SC, Charlotte, NC, Atlanta, GA, and Austin, TX.

Job DescriptionDescription: Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Learn and master investment philosophy and evidence-based investing. Assist the consulting process through the preparation and follow-up of each step of the client experience and actively participate in client meetings Create and update financial plans using MoneyGuide Planning Software Support day-to-day client needs and collaborates with team members Manage client onboarding process, schedule client meetings, and prepare all documents for on-going client reviews Maintain Redtail CRM by updating notes and contact information Provide operational support Interact with back-office support to facilitate completion of forms and account creation What we look for: 1+ years of financial services experience Core knowledge of financial industry, financial products, and financial planning concepts Bachelor's Degree Series 65 is required within 120 days of employment. Clean U4 Progress towards, ambition to attain CFP preferred, other financial certifications/licensing helpful Well-developed interpersonal and communication skills, able to build trusted relationships and communicate with various personality types and levels of expertise. Strong attention to detail and accuracy Experience with Redtail CRM, Schwab, and/or MoneyGuide Planning Software a plus Self-motivated with the ability to work independently Coachable, resourceful, and team player are some of your attributes Must be able to prioritize, follow up on tasks, and hold self-accountable to deadlines What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education Requirements:

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Ventura County Credit Union in Oxnard, CA would allow you to join the Investment Program at Ventura County Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Ventura County Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Ventura County Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Ventura County Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ventura County Credit Union. Tracking # 1-05026674 Pay Range:$45,000 - $100,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management. The Associate Wealth Advisor / Paraplanner will work closely with senior leadership to deliver the exceptional client service, Gerber Kawasaki is known for-helping clients make informed financial decisions and reach their goals. This is a unique opportunity to join a diverse, well-established, and growing firm with significant room for professional development. Primary Duties and Responsibilities: * Support senior advisors in all aspects of client relationship management and financial planning. * Prepare and update comprehensive financial plans, investment analyses, and presentations for client meetings. * Participate in client meetings-taking notes, following up on action items, and ensuring timely implementation. * Manage client onboarding, account servicing, and portfolio maintenance in coordination with our operations team. * Conduct research and provide recommendations on investment and planning strategies. * Maintain an in-depth understanding of financial planning tools, investment products, and current market trends. * Other duties as assigned Qualifications * Bachelor's degree in finance, economics, or a related field; MBA or other advanced degree strongly preferred. * CFP certification is strongly preferred (or progress toward certification). * FINRA Series 7 and 65(or equivalent) required. * 3+ years of experience working with high-net-worth clients in a financial advisory, planning, or paraplanning capacity. * Excellent communication, interpersonal, and organizational skills. * Proactive attitude with high emotional intelligence and the ability to thrive in a collaborative environment. At Gerber Kawasaki, we believe in the power of teamwork and personal growth. Many of our employees have advanced their careers from within, thanks to our supportive culture, mentorship, and commitment to professional development. At Gerber Kawasaki, we are dedicated to building a diverse team that reflects the communities and clients we serve. Gerber Kawasaki is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected basis, in accordance with applicable laws.

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management. The Associate Wealth Advisor / Paraplanner will work closely with senior leadership to deliver the exceptional client service, Gerber Kawasaki is known for-helping clients make informed financial decisions and reach their goals. This is a unique opportunity to join a diverse, well-established, and growing firm with significant room for professional development. Primary Duties and Responsibilities: Support senior advisors in all aspects of client relationship management and financial planning. Prepare and update comprehensive financial plans, investment analyses, and presentations for client meetings. Participate in client meetings-taking notes, following up on action items, and ensuring timely implementation. Manage client onboarding, account servicing, and portfolio maintenance in coordination with our operations team. Conduct research and provide recommendations on investment and planning strategies. Maintain an in-depth understanding of financial planning tools, investment products, and current market trends. Other duties as assigned Qualifications Bachelor's degree in finance, economics, or a related field; MBA or other advanced degree strongly preferred. CFP certification is strongly preferred (or progress toward certification). FINRA Series 7 and 65(or equivalent) required. 3+ years of experience working with high-net-worth clients in a financial advisory, planning, or paraplanning capacity. Excellent communication, interpersonal, and organizational skills. Proactive attitude with high emotional intelligence and the ability to thrive in a collaborative environment. At Gerber Kawasaki, we believe in the power of teamwork and personal growth. Many of our employees have advanced their careers from within, thanks to our supportive culture, mentorship, and commitment to professional development. At Gerber Kawasaki, we are dedicated to building a diverse team that reflects the communities and clients we serve. Gerber Kawasaki is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected basis, in accordance with applicable laws.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job Description Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with a presence in London and Shanghai. Our top-down macro framework and relationship-based investing approach inform our strategies and drive the way we do business. In public markets, we seed macro-oriented managers and manage an Asian equity platform. In private markets, we invest in early stage fintech and climate disrupters. We also provide global macro research and advisory services. Clocktower Ventures Clocktower Ventures, the venture investing arm within Clocktower Group, partners with phenomenal entrepreneurs who have the vision and drive to innovate across two domains: financial services and climate change. Across these verticals, our stage-agnostic approach offers investment exposure from the earliest stages of company formation all the way to late-stage growth underwriting. The model empowers investors to source and evaluate actionable opportunities across a wide latitude of sectors and stages. We are seeking an Investment Analyst to join our Santa Monica office. We are a team committed to building an elite venture capital organization-and this position is a central part of our investment team. This is a role with significant day one responsibility and requires an organized, entrepreneurial mind who wants to be challenged and stretched. If you are passionate about technology, a geek for financial services, and take pride in delivering excellence, we want you to join us. What you'll do: Sourcing. You are our boots on the ground for climate and fintech conferences everywhere. You will be our tip of the spear in our sourcing efforts across early-stage startups. You will carry our flag at every tech event you attend, and you will build relationships with startups and other investors along the way. You are a natural networker-you like meeting new people and you yourself are also quite likeable. Tracking. We see a lot of deals and we do a lot of deals. You support the investment team in managing the investment pipeline through the systematic and deliberate tracking of companies and the wider climate and fintech ecosystems. The high velocity of transactions in a given year requires that you are incredibly organized and detail oriented. You'll use our tech to track deal flow, making sure we don't miss the next great investment. Analysis. From start to finish, you will be assisting in the process of evaluating potential transactions. At Clocktower, you'll have exposure to a high volume of live transactions, creating a unique opportunity to build an analytical skillset across all venture stages. Ideally for this role, you are a junkie for the next new idea and light up when listening to entrepreneurs share theirs. You look forward to building a detailed financial model of how one of our potential investments will actually make money. You are excited to crack the market sizing assumptions provided by entrepreneurs and unpack their assumptions. You are just cynical enough to recognize when a CEO hasn't really figured it out, and confident enough to place a bet when you're sure they have. Requirements: 1-3 years' work experience from an investment bank, management consulting firm, VC/PE firm, or something else so great we can't easily envision it. You can run fast and make things happen - you can be super-productive in a highly independent way. You have meaningful reps of in-depth financial modeling and corporate valuation; you have an ability to analyze trends and company performance beyond a financial statement. You have domain knowledge of the fintech ecosystem and a genuine passion for technology. You are relentlessly attentive to detail and display an unquestioned work ethic. You're a creative, speculative thinker who can envision how markets and industries might evolve. You maintain a commitment to honesty and hold yourself accountable to the highest standards. This role must be onsite in our Santa Monica office. What you'll get: All the resources you'll need to learn and grow. Independence to run with your ideas. Joining an elite team that works with some of the most sophisticated investors and entrepreneurs in the world. World-class benefit programs, including options for health, dental, vision, disability, life insurance, 401K plan (with matching), generous vacation, and sick leave Delicious, healthy lunches and snacks Beautiful office space with amazing ocean views Clocktower Group is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. We welcome applicants with diverse career paths, including those shaped by time away from the workforce or by experience across different industries, geographies, and cultures. If you're excited about this role and believe you'd thrive in it, even if your background doesn't align with every listed qualification, we encourage you to apply. While the roles at Clocktower are primarily desk-based and do not typically require significant physical demands, employees in these positions should be able to: Sit for extended periods. Use a computer and other office equipment effectively. Occasionally lift and move lightweight office supplies or materials. Salary Range: $100,000-$130,000. Compensation may vary based on experience, training, education, and scope of the role. This position is eligible for an annual discretionary bonus and carried interest. Powered by JazzHR iSJ2QbnI4G

Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients towards their short and long-term financial aspirations. Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios. Educate Participants: Provide financial planning and education to retirement plan participants. Build Networks: Develop relationships with referral sources, centers of influence, and external partners. Travel: Be prepared to travel as needed. Qualifications Education: 4-year college degree preferred but not required. Licenses: Professional licenses/certifications such as Series 65, 6, 7. Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential. Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL). Compensation Long term and unlimited based on production! To start, salary range $90,000 to $100,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry - including equity ownership. Come build your business within the CAPTRUST framework! Also interested in advisors with books of business and willing to grow. Compensation relative to experience. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date. #excutive

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Financial Advisor to join our team in Santa Clarita, CA! The Financial Advisor is responsible for consulting with members and providing individually tailored investment advice, financial plans, and portfolio management in line with members' goals. They also meet with potential new members to develop investment relationships and periodically meet with established members to review goals, investments, and performance of investments. Finally, the Financial Advisor warm transfers members to the appropriate departments for banking needs to ensure they get the best member experience possible. Overall, the person is responsible for managing members' investment portfolios to achieve financial goals. Primary Responsibilities: Establishing and maintaining member investment relationships which includes making warm calls to members, potential members, and employee groups, following up with leads, establishing new accounts, and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards. Engaging with members on a consistent basis to develop and manage a detailed and accurate financial plan that is in the members' best interest. Assessing members' financial situation, including savings, investments, insurance, taxes, retirement, and estate planning in a consultative member. Analyzing and managing the performance of members' investment portfolios. Traveling as needed to visit fire stations and unions, attend community events, meetings, conferences, training, or other work-related events. Recommending additional FFCU products and services when there is a benefit to the member. Delivering, hosting, or participating in educational and marketing activities to increase awareness of FFCU's investment services. Basic Qualifications: Education: Bachelor's degree in Finance, Business, Economics, or a related field. Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP. Certified Financial Planner (CFP) designation is required. Must have a valid state driver's license Minimum 3 years' experience selling investment and insurance products. Experience preparing detailed financial strategies and plans, including tax strategies. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: * A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) * A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) * A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: * 2 years of experience in the financial services industry * Ability to leverage Business development experience * Passion for gaining knowledge of brokerage/banking products and services * Openness to build strong client relationships

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Job Description Did you get into financial planning to help people, but feel overburdened by repetitive and administrative-oriented tasks? Do you read up on Roth conversion strategies on the weekends? Are your clients on your holiday card list? Are you curious or passionate about ESG investing? If so, you might secretly be an Abacan. Welcome! We are so excited to meet you. Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients - which is why we offer unlimited vacation, flexible work arrangements, gender-neutral paid parental leave, and more. This is an invitation for seasoned financial advisors (CFP with 5+ years in the trenches) to express an interest in joining our community here at Abacus. We currently have the greatest need in Santa Monica. This is a hybrid position, working 2-3 days per week in our Santa Monica office. Starting salary would be based on several factors, with years of experience leading the conversation. Are you looking to join a team where financial planning meets purpose? Where spreadsheets and compassion coexist? Where you can bring your whole self to work (even the part that gets excited about tax-loss harvesting)? We can't wait to meet you! Life as an Abacus Advisor: Where Money Meets Purpose Deliver consistent financial planning experiences so good, clients might name their yacht after you Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with the confidence of someone who doesn't need to call their teenage nephew for help Wield our advisor tools and technologies like a financial planning superhero Welcome new clients as either their lead advisor or relationship manager (we're all about the dynamic duo approach) Help us grow by networking, writing, speaking, or simply having genuine conversations with clients about referrals Strongly encouraged: Develop your own financial "superpower" (e.g. subject matter expertise, client niche or avatar) Offer such wonderful service that your clients can't help but refer their friends and loved ones to you (with bonus comp that'll make your wallet smile) Open to joining an internal committee where you can contribute your vast knowledge and demonstrate leadership skills (no mandatory trust falls, we promise) Participate in our Matchmaking process (prospects who book a call through our website) to help determine if they are a good fit for Abacus Appreciate the value of educational growth and development - dedicate up to 10% of your time learning new tricks Guide the next generation of financial wizards by mentoring associates and newer advisors - think of Abacus like a teaching hospital where we are always growing the next generation of talent Contribute at least 8 hours annually to Pro Bono work (because doing good feels good) Be excited about growing your career here, and eventually becoming one of our employee owners. Must-Haves: Non-Negotiables That Support a Great Job Fit Alignment with our Core Values - not just on your resume, but in your daily actions and decisions CFP designation (the one acronym we absolutely require) 5+ years of experience in financial planning at fee-only RIAs (your experience runs deeper than a standard deviation chart) Communication skills that can translate "complex financial jargon" into "oh, now I get it!" Project management skills that would impress Marie Kondo - organized, detail-oriented, and resourceful. Our Advisors are not experts in every area, but they are organized and attentive, using their resources to provide an accurate and timely response to their clients. A passion for financial planning that borders on obsession (if you've ever debated credit card points at a dinner party, you're our kind of people) Ability to embrace change and new technology faster than you can say "blockchain" Appreciation for our B Corp certification - we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us! We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy. Powered by JazzHR CYxJZfMVTP

Job Description Exciting Opportunity- Financial Services Professional Do you embody the following traits? Competitive Creative Receptive to feedback Exceptional communicator Committed Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: Medical, dental, vision, life, and disability insurance 401(k) and pension plans Sales incentives and recognition trips for top performers Comensation- In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension Responsibilities: Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Santa Clarita, CA. Qualifications: Bachelor's degree preferred but not required. Strong communication skills and the ability to build relationships are crucial attributes required for this position. California Life & Health License (sponsored upon hiring). Securities Licensing (sponsored upon hiring). Applicants must have U.S. work Authorization to apply for this opportunity. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud to be recognized by the following organizations Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for Diversity Seramount: 2024 Best Companies for Multicultural Women

Job DescriptionBenefits: Flexible schedule Training & development Competitive salary 401(k) Beachmont Behavioral Health (BBH) is looking for a motivated and compassionate Behavior Analyst Assistant (BAA) to join our team of game-changers! If youre on the path to BCBA certification and looking for hands-on experience that really mattersyoure in the right place. This mid-level clinical supervision role puts you right in the action, supporting amazing clients, mentoring Behavior Technicians, and learning the ropes alongside experienced BCBAs. It's the perfect stepping stone to a career in ABA! Candidates must meet QAS Professional qualifications as defined in Californias SPA 14-026. COMPENSATION & BENEFITS: $30-35/Hour In-between Mileage and Drive Time Paid BACB Supervision hours provided by BCBA-D with 25 yrs experience When maintaining full time work, qualifies for medical, dental, etc. Technology Allowance BCBA Exam Test Prep Support Pay for Performance Bonus opportunities Potential for Salary opportunity (Evaluated After 90 Day Probationary Period) 67K - 70K PRIMARY MEASUREMENT ACCOUNTABILITY (KPIs): Treatment integrity and fidelity scores Timely data review and documentation Behavior Technician supervision hours completed Parent and caregiver training support Staff satisfaction and performance development Caseload organization and session coverage reliability Client's Treatment Outcomes MAJOR DUTIES AND RESPONSIBILITIES: Lives Beachmont's values, mission, and vision. Supports implementation of individualized treatment plans under BCBA supervision. Conducts real-time observation and supervision of Behavior Technicians during client sessions. Collects and analyzes treatment data to inform ongoing clinical decisions. Provides clinical feedback and mentorship to Behavior Technicians. Participates in caregiver education and training to promote generalization of behavior change. Maintains accurate, timely documentation in accordance with company and payer standards. Collaborates with interdisciplinary team members as needed. Assists in program updates and graphing as assigned by BCBA. Participates in departmental performance improvement initiatives and supports High-Performance Work Teams. SUPERVISORY RESPONSIBILITIES: Provides regular feedback and support to direct reports (Behavior Technicians). Participates in routine team check-ins, clinical meetings, and treatment planning sessions. Assists with onboarding and training new Behavior Technicians as assigned. QUALIFICATIONS MINIMUM REQUIREMENTS: Must meet QAS Professional qualifications as outlined in Californias State Plan Amendment 14-026. EXPERIENCE: Minimum 1-2 year of experience providing ABA services. Supervisory or mentorship experience preferred. EDUCATION: Bachelors degree in Psychology, Education, or related field required. Should be in an ABA Master's Program. Masters degree preferred. Actively pursuing BCBA certification required. LANGUAGE SKILLS: Strong verbal and written communication skills. Proficiency in documenting clinical interventions and data summaries. Fluent in MS Excel, Word, PowerPoint, and electronic health record systems. Spanish speaking is highly desired but not required MATHEMATICAL SKILLS: Ability to analyze behavior data, calculate percentages, and interpret visual displays of data. PHYSICAL DEMANDS: Regularly required to sit, stand, talk, hear, and use hands. Occasionally lift and/or move up to 25 pounds. Specific vision abilities include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. Local travel between client homes and office sites is required.